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Reset FormCoverdell Education Savings Account (ESA) Distribution Request Form PO Box 2760 Omaha, NE 681032760 Fax: 8664686268 Questions? Call an IRA representative at 8887238504, option 2.1. DESIGNATED

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How to fill out designated beneficiary student information

01

Begin by collecting all necessary information for the designated beneficiary student. This may include their full name, date of birth, and student identification number.

02

Navigate to the designated beneficiary student information section of the form or online portal.

03

Fill in the designated beneficiary student's full name in the appropriate field.

04

Enter the correct date of birth for the designated beneficiary student as requested.

05

Provide the student identification number accurately to ensure proper identification.

06

Double-check all the entered information for accuracy and completeness.

07

Submit the form or save the designated beneficiary student information.

Who needs designated beneficiary student information?

01

Designated beneficiary student information is typically required by educational institutions and organizations that offer scholarships, grants, or financial aid.

02

Parents or guardians of the student may also need to provide this information when applying for certain educational programs or benefits on behalf of the designated beneficiary student.

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